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Synergy Investment Management’s First Trust Indxx NextG ETF NXTG Stock Holding History

Synergy Investment Management’s Portfolio NXTG Stock Details NXTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-209
Closed -$17.8K – 647
2024
Q4 		$17.8K Buy
+209
New +$18K 0.01% 333

Other funds holding NXTG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Synergy Investment Management's NXTG Position: Q1 2025 in Review

Synergy Investment Management sold out of First Trust Indxx NextG ETF (NXTG) in Q1 2025, closing a stake of 209 shares — an estimated $17.8K sold.

Synergy Investment Management first reported a position in NXTG in Q4 2024 and held it in 1 quarter. The position peaked at $17.8K in Q4 2024. 110 funds tracked by Wall St. Rank hold NXTG as of Q1 2025.

  • Synergy Investment Management reported no remaining First Trust Indxx NextG ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Investment Management sold 209 First Trust Indxx NextG ETF shares in Q1 2025, an estimated $17.8K.
  • Synergy Investment Management first reported a position in First Trust Indxx NextG ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Investment Management's First Trust Indxx NextG ETF position peaked at $17.8K in Q4 2024.
  • 110 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q1 2025.

Based on Synergy Investment Management's 13F filing for Q1 2025, filed 30 Apr 2025.